Financial Debrief

Source pack

Choose 1–5 Files

No source selected · CSV or PDF evidence

Upload file

No source pack selected

Choose 1–5 Files with labeled, compatible evidence. Nothing is estimated while the source set is empty.

Scope and source health

Coverage

Empty · awaiting pack

Start with the evidence boundary: which files are included, which periods they cover, and which fields can be compared without coercion.

No citation tuple is available until a source pack is selected.

Pack required. Select 1–5 Files to establish a source-backed coverage boundary.

↳

0–N evidence views

Source-backed visuals

No visual is eligible yet. A chart or coverage diagram appears only when cited presentation points or labeled numeric datapoints provide source-backed view data. A readable table equivalent stays beside every quantitative view.

Period movement

What changed

Empty · awaiting comparison

A change is shown only when the pack contains labeled, comparable periods and a cited operand for each side.

No comparable source-backed period is available.

Source-backed period changes
Metric	Current	Prior	Basis	Evidence

No compatible series to compare yet.

Reviewable proposals

Recommended moves

Unavailable · no proposal

Proposal-only review

Assistant

Proposal · human review required

Cards must carry cited facts, an interpretation label, a suggested move, rationale, tradeoffs, confirmation gaps, talking points, and a proposed follow-up. No card applies an external action.

No recommendation proposal is loaded. Build a valid pack before asking for a cited review.

Follow-ups

Human review

No follow-up draft is ready for review.

Talking points

Human review

No talking point draft is ready for review.

Watchlist

Human review

No watchlist item is ready for review.

Scenario notes

Human review

No scenario note is ready for review.

Human-only artifact

Decision Record

Human action required

A Decision Record is separate from Assistant proposals and accepted review artifacts. Nothing is recorded until a human confirms the cited version and writes the record.

Nothing recorded. Review the evidence appendix before adding a human decision.

Human note (optional)

Source reading

Source findings

Stale · refresh required

Findings stay close to the source language and carry a citation tuple. A stale source version is not treated as current.

Refresh the pack. The available source version is stale or has not been verified for this review.

Cited source findings
Finding	Interpretation	Source span	Status

No cited source findings are available.

Claim traceability

Evidence appendix

Empty · no citations

Every displayed fact belongs to a citation tuple with claim identity, source identity, content hash, source version, and location span.

No evidence rows yet. Select a pack to expose the source spans behind the debrief.

Evidence appendix with claim and source identity
Claim	Source	Content hash	Version	Location span	Derivation

No source-backed claims are available to inspect.

Read + proposal surface

Agent API

Workspace-scoped REST and MCP documentation for reading source-backed debrief evidence and proposing review artifacts. Agents cannot apply decisions or write to Files.

Base URL

https://ss-finance.ocuss.app

Authentication

multica_auth + membership for the UI; agents authenticate with X-Workspace-Access-Token. Workspace identity is resolved server-side.

GET/api/agent/finance/sources

List authorized source snapshots and immutable Files metadata for the resolved workspace.

Querylimit, cursor, optional source/status filters. No body workspace authority.

GET/api/agent/finance/insights

Read persisted deterministic insights, claims, versions, and citation metadata without UI scraping.

Claim tuple{file_id, content_sha256, location_span} is required for every factual value.

POST/api/agent/finance/proposals

Preview a cited explanation, option comparison, or review artifact using existing insight and claim IDs.

BoundaryProposal-only. The response never appends a Decision Record and cannot supply a new numeric fact.

GET/api/agent/finance/decisions

Read append-only Decision Records and their cited insight/source versions.

Read onlyAgents may inspect records but cannot call the human apply boundary.

POST/api/decisions/applyhuman only

Append one Decision Record after a human reviews the cited insight and selects an option.

HeadersIf-Match: <insight-version> + non-empty Idempotency-Key. Stale or conflicting requests do not append.

Agent route map

POST /api/agent/finance/sources/select
GET /api/agent/finance/insights/current
POST /api/agent/finance/insights/preview
POST /api/agent/finance/proposals

Assistant output is proposal-only. The apply boundary is human-only and requires If-Match plus Idempotency-Key.

MCP tools

The released Finance tool surface is read/proposal-only and resolves workspace authority from the agent grant.

select_claimproposal

explain_claimproposal

compare_claimsproposal

draft_decisionproposal

Response contract

{
  "insight_id": "…",
  "version": "…",
  "claims": [{
    "claim_id": "…",
    "value": 0,
    "provenance": {
      "file_id": "…",
      "content_sha256": "…",
      "location_span": {"row": 0, "column": "…"}
    }
  }]
}

Quick Reference

# List persisted insights

curl -sS "https://ss-finance.ocuss.app/api/agent/finance/insights?workspace=$MULTICA_WORKSPACE_ID" \
  -H "X-Workspace-Access-Token: $WORKSPACE_ACCESS_TOKEN"

# Preview a proposal from cited claims

curl -sS -X POST "https://ss-finance.ocuss.app/api/agent/finance/proposals?workspace=$MULTICA_WORKSPACE_ID" \
  -H "X-Workspace-Access-Token: $WORKSPACE_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"insight_id":"<insight-id>","claim_ids":["<claim-id>"],"operation":"compare"}'

# Human-only append boundary

curl -sS -X POST "https://ss-finance.ocuss.app/api/decisions/apply?workspace=$MULTICA_WORKSPACE_ID" \
  -H "If-Match: <insight-version>" -H "Idempotency-Key: <new-key>" \
  -H "Content-Type: application/json" -d '{"insight_id":"<insight-id>","option_id":"<option-id>"}'

Unavailable by design

No general-ledger post, payment, money movement, external finance write, Files write, authority grant, or agent Decision Record apply exists in Finance V1.

Choose 1–5 Files

Coverage

Source-backed visuals

What changed

At risk

Unknown

Recommended moves

Assistant

Follow-ups

Talking points

Watchlist

Scenario notes

Decision Record

Source findings

Evidence appendix

Agent API

MCP tools

Response contract

Quick Reference

Unavailable by design